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Important: You are reviewing the Ipro for desktop 3.0 Help. To view the latest release of Ipro for desktop Help, click here. |
Open a Native File
Native files are the electronic source documents, such as email files, Microsoft® Word files, and other files, upon which the documents in your case are based.
If your case includes native files, they are identified in the case table by a native file icon in the leftmost column of the table. Each icon represents the type of file, such asfor email files.
It may be useful for you to open a native file for viewing, for example, if a TIFF image file is fuzzy.
Note: You will be able to open native files if you have been given the privilege and you have the needed software program on your computer. |
To open a native file using the native application, make sure you have the native application. Then follow these steps:
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On the Dashboard, click the Review module.
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Select a Client and Case and click Open.
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In the Case View or other tab (search results, etc.) in the documents pane, select the needed record.
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Take one of the following actions:
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In the Case View (or other) tab's leftmost column, double-click the native file icon corresponding to the selected record. For example, the icon for an email file is .
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In Record View, click the edit button, , then click the paperclip, , in the Record View toolbar.
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If you receive the Windows message, select a method for locating the program and click OK.
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Examine the file contents as needed. Perform activities allowed by the native application, such as saving or printing the file. Do not attempt to change the file.
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When finished, close (do not save) the native file.
If Review cannot find the software program needed to open the file, a Windows message will ask you to either allow the Windows Web service to find the program, or select it yourself.
Note: If you lack the native file privilege or do not have the appropriate programs, you can view native files in the Quick View tab. Quick View includes a file viewer that will display all common file types. SeeView a File on the Quick View Tab. |
Related Topics
Version: 2019.3.0
Last Modified: December 2, 2019